Skip to main content
Mitratech Success Center

Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.

 

Canned Reports

  1. Last updated
  2. Save as PDF

What are Canned Reports? 

Canned Reports are formatted "best practice" reports.  Our Timekeeper Rate History Report is available to all clients.  The Accrual Accuracy Report and Firm Scorecard Overview are only available to clients utilizing these specific features.  

 
Locating Canned Reports:

  • Click on ANALYTICS in your top navigation, then View Canned Reports

  • If your site contains several Canned Reports, click the thumbnail of the report you want to generate

clipboard_e0fb2ba10a16d899632630d9664fd31d7.png

Accrual Accuracy Report:
  • This reporting tool tracks how reported accrual estimates compare to actual invoices
  • Use the quick pick filters to narrow your results
  • Click Generate to download into excel
  • Quick Links are available within the downloaded report to help dig in into specific results

clipboard_e94fb02a861b47824b3a2ae1256221d12.png

Note: A Quick Link button is available under Search Accruals

clipboard_efdaa5410126f3b802fa0cbcd4ca2a4bc.png

For more written information on Accruals, see Accruals

Timekeeper Rate History:
  • This reporting tool provides a Timekeeper's Current Rate and the 3 previous rate values (where applicable)
  • Use the quick pick filters to narrow your results
  • Click Generate to download into excel
  • Quick Links are available within the downloaded report to help dig in into specific results

clipboard_ee66857bc944abadcd697de94dbd23581.png

Firm Scorecard Overview:
  • This reporting tool provides a full dump of the information available in connection to the Firm Scorecard Feature
  • Use the quick pick filters to narrow your results
  • Click Generate to download into excel
  • Quick Links are available within the downloaded report to help dig in into specific results

clipboard_eb48d42cbfad55881391de1c726868b5c.png

Note:  If you do not have the Firm Scorecard Feature and are interested in learning more, please reach out to your assigned Account Manager

  1. Back to top
  • Was this article helpful?

Recommended articles

  1. Article type
    How-to
  2. Tags
    This page has no tags.